SMSFundamentals is an ongoing feature series dedicated to providing SMSF trustees with valuable news, investment ideas and services, in line with SMSF requirements and obligations. Apart from specific SMSF-oriented insights and articles that can assist SMSF investment strategy, this section also includes practical tips and insights from registered experts.
SMSFundamentals is an ongoing feature series dedicated to providing SMSF trustees with valuable news, investment ideas and services, in line…
Nov 26 2020
Australian exchange traded funds posted a record in August as the product of choice for investors wishing to capture exposure to a more flexible investment product.
Sep 16 2020
As low interest rates have underpinned borrowing, corporate debt issuance has surged and, Janus Henderson Investors highlights, these instruments can provide more certain returns compared with shares
Jul 15 2020
Australian super accounts have taken massive hits throughout the coronavirus pandemic highlighting the lack of knowledge the average Australian has about how their super fund works.
Jun 23 2020
Jun 01 2020
Market volatility has sparked a surge in ETF interest from investors as traditional funds managers suffer outflows.
Feb 12 2020
Exchange traded funds are becoming more popular as investors seek alternatives in a low-yield world.
Jan 16 2020
Investors are increasingly using Exchange Traded Funds to build diverse portfolios across asset classes and the industry had a big year in 2019.
Dec 16 2019
Recent data show an increasing interest in exchange-traded fund investment from millennials, while defensive ETFs have risen in popularity, along with international offerings.
Nov 18 2019
October saw strong demand for Australian fixed income ETFs, while in the US, investment in passive equity ETFs has outstripped that in active ETFs for the first time.
Oct 25 2019
Superannuation fees charged to members have fallen for the first time in six years, while funds are using their negotiating power and paying less to external asset managers.
Oct 11 2019
With term deposit rates around 1.5%, the ten-year bond rate at 0.9%, inflation at 1.6% and stock market volatility ever present, where can one invest for both safety and income in today’s interest rate environment?
Oct 04 2019
A new report reveals what investors may already know, that “fees make all the difference” to final outcomes for superannuation members’ retirement savings, with many funds struggling to generate returns strong enough to cover the negative impact of high investment fees.
Jul 30 2019
Super members want government to lead on multiple accounts and default funds.
Jul 22 2019
National net wealth in Australia has nearly doubled in 12 years, according to a recent update by Roy Morgan, but inequality has widened considerably at the same time.
Mar 31 2021 - Australia
Apr 01 2021 - Rudi's View
Mar 30 2021 - Technicals
Apr 07 2021 - Weekly Reports
Mar 23 2021 - Weekly Reports
Apr 09 2021 - Rudi's View